Spire Wealth Management
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Spire Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Spire Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$230K Sell
2,254
-411
-15% -$43.6K 0.01% 716
2026
Q2 		$291K Sell
2,665
-8,181
-75% -$891K 0.01% 675
2026
Q1 		$1.18M Sell
10,846
-4,387
-29% -$484K 0.04% 357
2025
Q4 		$1.68M Buy
15,233
+10,811
+244% +$1.2M 0.06% 290
2025
Q3 		$493K Buy
4,422
+2,259
+104% +$248K 0.02% 529
2025
Q2 		$237K Sell
2,163
-10
-0.5% -$1.07K 0.01% 717
2025
Q1 		$236K Sell
2,173
-144
-6% -$15.5K 0.01% 782
2024
Q4 		$248K Buy
2,317
+988
+74% +$108K 0.01% 763
2024
Q3 		$150K Sell
1,329
-91
-6% -$10.1K 0.01% 805
2024
Q2 		$152K Sell
1,420
-7,524
-84% -$803K 0.01% 793
2024
Q1 		$974K Sell
8,944
-13,581
-60% -$1.48M 0.02% 384
2023
Q4 		$2.46M Buy
22,525
+6,791
+43% +$707K 0.08% 203
2023
Q3 		$1.61M Buy
15,734
+4,094
+35% +$432K 0.06% 250
2023
Q2 		$1.26M Buy
11,640
+4,670
+67% +$505K 0.05% 304
2023
Q1 		$764K Buy
6,970
+1,542
+28% +$167K 0.03% 392
2022
Q4 		$572K Sell
5,428
-1,867
-26% -$195K 0.03% 337
2022
Q3 		$747K Sell
7,295
-13,049
-64% -$1.44M 0.05% 264
2022
Q2 		$2.24M Sell
20,344
-8,990
-31% -$1.02M 0.09% 193
2022
Q1 		$3.55M Sell
29,334
-7,007
-19% -$874K 0.1% 193
2021
Q4 		$4.82M Sell
36,341
-202
-0.6% -$26.8K 0.11% 178
2021
Q3 		$4.86M Sell
36,543
-9,517
-21% -$1.29M 0.13% 162
2021
Q2 		$6.2M Sell
46,060
-46,787
-50% -$6.17M 0.17% 144
2021
Q1 		$12.4M Buy
+92,847
New +$12.4M 0.33% 85

Other funds holding LQD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Spire Wealth Management's LQD Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q3 2026, selling an estimated $43.6K and leaving 2,254 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #716.

Spire Wealth Management first reported a position in LQD in Q1 2021 and has held it in 23 quarters since. The position peaked at $12.4M in Q1 2021. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Spire Wealth Management held 2,254 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $230K as of Q3 2026.
  • Spire Wealth Management sold 411 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $43.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #716 holding.
  • Spire Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.4M in Q1 2021.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.